Sugarloaf Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Sugarloaf Wealth Management’s Portfolio FFC Stock Details FFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-642	Closed	-$10K	–	814
2022 Q3	$10K	Hold	642	–	–	﹤0.01%	521
2022 Q2	$11K	Hold	642	–	–	﹤0.01%	508
2022 Q1	$13K	Hold	642	–	–	﹤0.01%	463
2021 Q4	$14K	Hold	642	–	–	﹤0.01%	473
2021 Q3	$14K	Hold	642	–	–	﹤0.01%	484
2021 Q2	$15K	Hold	642	–	–	﹤0.01%	458
2021 Q1	$15K	Hold	642	–	–	﹤0.01%	456
2020 Q4	$15K	Hold	642	–	–	0.01%	430
2020 Q3	$13K	Hold	642	–	–	﹤0.01%	424
2020 Q2	$13K	Hold	642	–	–	0.01%	413
2020 Q1	$11K	Hold	642	–	–	﹤0.01%	414
2019 Q4	$14K	Buy	+642	New	+$13.7K	0.01%	423

Other funds holding FFC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Sugarloaf Wealth Management's FFC Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2022, closing a stake of 642 shares — an estimated $10K sold.

Sugarloaf Wealth Management first reported a position in FFC in Q4 2019 and held it in 12 quarters. The position peaked at $15K in Q2 2021. 100 funds tracked by Wall St. Rank hold FFC as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 642 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2022, an estimated $10K.
Sugarloaf Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $15K in Q2 2021.
100 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.